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Rogers (ROG) - 2025 Q3 - Earnings Call Presentation
2025-10-29 21:00
Q3 2025 Financial Performance - Net sales reached $216 million, an increase from $202.8 million in Q2 2025 [13] - Adjusted EBITDA increased to $37.2 million, compared to $23.9 million in Q2 2025 [13] - Adjusted EBITDA margin improved significantly to 17.2%, up from 11.8% in the previous quarter [6, 13] - Adjusted earnings per diluted share rose to $0.90, a substantial increase from $0.34 in Q2 2025 [13] Sales by End Market (Q3 2025) - Industrial sector accounted for 28% of sales, showing growth in all regions [12] - Aerospace & Defense (A&D) contributed 16% of sales, driven by North American commercial aerospace demand [12] - E-mobility represented 14% of sales, remaining consistent with the previous quarter [12] - Portable electronics accounted for 9% of sales, experiencing double-digit growth due to normal seasonality [12] Q4 2025 Guidance - The company projects net sales between $190 million and $205 million [23] - Gross margin is expected to be in the range of 30% to 32% [23] - Adjusted earnings per diluted share are forecasted to be between $0.40 and $0.80 [23]